Level Four Advisory Services’s TRI-Continental Corp TY Stock Holding History

Level Four Advisory Services’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Buy	11,309 +59	+0.5%	+$2.02K	0.01%	685
2026 Q1	$355K	Buy	11,250 +1,892	+20%	+$61.9K	0.01%	667
2025 Q4	$306K	Buy	9,358 +596	+7%	+$20.2K	0.01%	690
2025 Q3	$298K	Buy	8,762 +44	+0.5%	+$1.45K	0.01%	669
2025 Q2	$276K	Buy	8,718 +453	+5%	+$13.7K	0.01%	663
2025 Q1	$254K	Buy	8,265 +88	+1%	+$2.8K	0.01%	671
2024 Q4	$259K	Buy	+8,177	New	+$272K	0.01%	660

Other funds holding TY

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Level Four Advisory Services's TY Position: Q2 2026 in Review

Level Four Advisory Services increased its TRI-Continental Corp (TY) stake by 0.52% in Q2 2026, buying an estimated $2.02K and bringing the position to 11,309 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #685.

Level Four Advisory Services first reported a position in TY in Q4 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Level Four Advisory Services held 11,309 shares of TRI-Continental Corp worth $389K as of Q2 2026.
Level Four Advisory Services bought 59 TRI-Continental Corp shares in Q2 2026, an estimated $2.02K.
TRI-Continental Corp made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #685 holding.
Level Four Advisory Services first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 7 quarters since.
157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.